BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
This Quarter Return
+6.07%
1 Year Return
+15.06%
3 Year Return
+69.93%
5 Year Return
+121.15%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(-19%)
Cap. Flow
-$52.9M
Cap. Flow
% of AUM
-41.79%
Top 10 Holdings %
Top 10 Hldgs %
67.09%
Holding
65
New
29
Increased
10
Reduced
20
Closed
5
Top Buys
| 1 |
iShares Core US REIT ETF
USRT
|
$7.99M |
| 2 |
iShares Gold Trust
IAU
|
$3.29M |
| 3 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$2.98M |
| 4 |
Apple
AAPL
|
$1.45M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.42M |
Top Sells
Sector Composition
| 1 | Technology | 3.79% |
| 2 | Communication Services | 1.73% |
| 3 | Financials | 1.16% |
| 4 | Consumer Staples | 0.94% |
| 5 | Consumer Discretionary | 0.94% |
